Christopher Nelson

Helping You Build Wealth with Tech Equity and become the Founder of Your Financial Independence

In the early 2000s,  my focus was on growing my skills, climbing the ladder, and being where I needed to be to get the job done. 

In 2009, I burned out hard. 

My new plan was to work for equity in tech start-ups and become financially independent.

Swing and Miss, the first start-up company I chose to work for, was going nowhere (equity worth zero). 

What happened? Did I screw up everything?

I chose the company because I was passionate about its mission, but I had not examined it further. I had no real plan.

My next step was to call people that I knew had been successful in working for equity in tech and see what was different in their "playbook."

Key lessons learned after first dead-end tech startup:
 -In trading my time and talent for equity, I need to think like an investor
 -Create a rigorous due diligence process
 -Don't fear failure, stay in the game
 -Keep learning

May 2011, Started at Splunk Pre-IPO

April 19th, 2012 Splunk had a break-out IPO

April 20th, 2012 feelings of anxiety and fear creep in about how to manage the newly generated wealth. 

I had to figure out how to get real income (real estate) into my portfolio. I needed something sending me checks.

Key lessons learned after the first IPO:
 -How to invest in private equity real estate
 -Set up my family for generational wealth
 -Own the result (don't put my future in someone else's hands)

New Mission: Be the Founder of a Micro Family Office to become Financially Independent.

Strategy:
 -Live within paychecks
 -Bonuses for extras
 -Invest all of our equity

I climbed the ladder to become a CIO. 

At the peak, I realized I wanted to build my DIY Family Office more than climb the ladder.

I changed roles and reduced my scope. 

On August 26, 2022, I graduated from my W-2 job to live a lifestyle by design.

I founded WealthOps in 2023 to equip technology professionals with the skills to build and run their portfolios.

My Portfolio:
 -3  Start-Ups I worked for IPOed (SPLK, YEXT, GTLB) <-Traded Time
 -Replaced paycheck with $200k+ of portfolio income
 -Built my Micro Family Office
 -Running a company structured around my life

My Results:
 -Highly Diversified Portfolio - Stocks, PE Real Estate, Debt, Businesses, and VC. 
 -$223 Million AUM with investors
 -7 Investments  gone full cycle with an Avg 19.4% IRR to investors
 -1000+ tech employees being educated on Managing Tech Millions
 -20+  and growing Portfolio CEOs

My mission - 1000+ Portfolio CEOs

Learn more about how I did this, join our free live workshop  →  https://dub.sh/wealthops-linkedin

Founder

Tech Careers and Money { }, a media and education company whose mission is to elevate Tech Professionals' finance knowledge through unmatched and unbiased education in career and personal finance to equip them to make their best decisions. 


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We just crossed 100 members in 𝗧𝗵𝗲 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗼𝗿.

But here's what matters more than the number.

100 entrepreneurs, physicians, and tech professionals who stopped being clients and started being CEOs of their wealth.

Most wealth management sells you dependency. 
Hire us. Trust us. Let "us" handle it.

We teach the opposite.

You already run complex operations. 
You make million-dollar decisions. 
You manage teams and P&Ls.

The skills you used to build wealth? 𝘛𝘩𝘰𝘴𝘦 𝘴𝘢𝘮𝘦 𝘴𝘬𝘪𝘭𝘭𝘴 𝘮𝘢𝘯𝘢𝘨𝘦 𝘸𝘦𝘢𝘭𝘵𝘩.

You don't need someone to do it for you. You need the frameworks specific to wealth operations.

That's the shift these 100 families made.

They're learning:

- The Evergreen Portfolio Model.
- Structured Alpha Strategies.
- Asset Protection Strategies.
- Family Office Operations.
- The Deduction Stack. 
- The Income Pyramid.
- Entity Architecture.
- Tax Optimization. 
- Deal Evaluation.

Not theory. Actual implementation.

Same rigor you'd bring to building a product. 
Same systematic thinking you'd apply to scaling a business.

Just applied to the thing that ACTUALLY compounds over generations.

The difference between a client and a Portfolio CEO? 
Clients delegate and hope. 
Portfolio CEOs architect and operate.

In a few days, I'm hosting a live workshop on how to architect your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here's what attendees from last month's workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
- 𝘔𝘢𝘶𝘳𝘪𝘤𝘪𝘰 𝘏.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.
- 𝘊𝘩𝘳𝘪𝘴𝘵𝘺 𝘞.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.
- 𝘗𝘢𝘴𝘤𝘢𝘭 𝘞.

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Tech Careers & Money Talk

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲?💸

Join here 👉 techcareersandmoneytalk.com

Tweet Follow-up

Even Justin Welsh chimed in: https://twitter.com/thejustinwelsh/status/1628168298947919878?s=20

Post Follow Up

On the off chance you *do* want financial freedom — do these 11 things instead. 👇

- Ignore the above
- Buy back your time
- Start investing today
- Build a simple budget
- Learn personal finance
- Destroy credit card debt
- Work for equity AND salary
- Diversify w/ passive income
- Align your finances with goals
- Build a team of financial experts
- Join techcareersandmoneytalk.com

What did I miss?

50 - 50 Link

🧠 - Bonus Tip:  For Monday - Do A Brain Dump to Prevent Overwhelm 

Monday means mental overwhelm for Many. 

Objects in your head can be more stressful than they appear! 

Take piece of paper, 10 min and write down all the things you need to get done, work, life etc. 

Once you see them written down identify 3 things that have to get done today. 

Get to your base! 

TCMT Pod Page

𝗟𝗶𝘀𝘁𝗲𝗻 + 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗠𝘆 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 👇

🎧 Tech Careers & Money Talk 💸

www.podpage.com/tech-careers-and-money-talk-1/

TC&MN

Elevate your tech career and personal finance savvy.    

https://www.techcareersandmoneynews.com

Anti-Goals

Steal my Blueprint

Update Process

Actionable tips for growing your career, building wealth and living a life of impact. 
Always 3 minutes or less.

https://www.techcareersandmoneynews.com/

Find Rest 

🧠 - Bonus Tip:  Your Momentum is Fuel for your Mentors.  As your mentor sees you taking their input and iterating, they will be excited and want to participate more.  

Momentum breeds momentum.   

Hindi Video

Want all the details?   

Check out my origin story here on Audio : https://bit.ly/cnoriginstory

Watch it on YouTube! : https://youtu.be/7Hw-Y2hDtF8


From Equity to Exit 

Momentum for Mentors

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tech-careers-and-money-talk

careercadre

I Run My Own Micro Family Office and Teach Others to Do the Same | Founder @ WealthOps

In 2012, I became a millionaire.

Three months later, I realized I had no idea what to do with the money.

I met with wealth advisors. Every single one gave me the same pitch:

"𝘎𝘪𝘷𝘦 𝘶𝘴 𝘺𝘰𝘶𝘳 𝘮𝘰𝘯𝘦𝘺. 𝘞𝘦'𝘭𝘭 𝘥𝘪𝘷𝘦𝘳𝘴𝘪𝘧𝘺 𝘪𝘵. 𝘛𝘳𝘶𝘴𝘵 𝘶𝘴."

- Zero customization. 
- Zero long-term strategy. 
- Just a cookie-cutter portfolio.

That's when I discovered the problem:

If you have $1M-$30M, you're stuck in what I call the financial service desert.

You're too wealthy for mass-market advisors.

But not wealthy enough for a traditional family office ($100M+ minimum).

So I spent years studying how ultra-wealthy families actually manage money.

And I built what I now call a 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

The result after 4.5 years:
→ Portfolio generating $200K+ of annual cashflow
→ Principal still growing (not selling any assets)
→ 10 hours/week managing everything
→ Full control over every decision

Here's what most people get wrong:

They think wealth management is about picking stocks.

It's not. (This stuff comes last)

𝗜𝘁'𝘀 𝗮𝗯𝗼𝘂𝘁 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗵𝗮𝘁 𝗼𝗽𝗲𝗿𝗮𝘁𝗲𝘀 𝘄𝗶𝘁𝗵 𝗼𝗿 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘆𝗼𝘂.

Here are the four-phases of every Micro Family Office:

𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁 → Define your legacy and investment thesis
𝗕𝘂𝗶𝗹𝗱 → Create legal structures and assemble your team
𝗥𝘂𝗻 → Operate with monthly/quarterly rhythms
𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 → Transfer systems, not just assets

Look... if you're sitting on $1M+ and still treating your portfolio like a savings account, you're leaving money on the table.

Want to build your own Micro Family Office?

I'm running a free 2-hour workshop where I'll walk you through building the foundation - your Legacy Statement and Investment Thesis.

Over 1,000 people have attended so far.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

Goldman Sachs just surveyed 245 families managing $1 billion+ portfolios.

Here's what they're doing while everyone else is paralyzed...

Despite big concerns, they're not sitting on cash.

They're executing.

The data tells a clear story:
→ 34%  are reducing cash positions
→ 39%  increasing private equity allocations
→ 38%  adding to their public equities
→ 26%  expanding private credit exposure

Here's what this actually means...

These families aren't reacting to headlines.

And the most important finding?

70% manage their investments in-house.

They're not outsourcing critical decisions to advisors.

They have clear investment theses.

They run quarterly reviews.

They make annual business plans for their portfolios.

This creates a playbook:
✓ Patient capital with decade+ time horizons
✓ Opportunistic deployment during dislocations
✓ Programmatic commitments regardless of sentiment
✓ Zero emotional reaction to geopolitical noise

The difference isn't wealth.

It's operational structure.

It's having systems that work when markets don't.

It's knowing what to do before you need to do it.

Most people with $1-30M don't have this.

They have... 
- Scattered accounts.
- Generic advice.
- No investment thesis.
- No operating rhythm.

The good news is this is fixable.

If you want to learn how to build these operational systems for your portfolio - the same frameworks these ultra-wealthy families use - I'm running a live workshop walking through the exact architecture.

Comment "WORKSHOP" and I'll send you the details.

Goldman Sachs surveyed 245 family offices managing $1B+ each.

Here's some takeaways from the data...

- 86% have AI exposure.
But here's what matters: 87% are also using AI to manage their portfolios. They're not just betting on the trend, they're operationalizing it in their own wealth mgmt.

- 72% are active in secondaries.
This isn't random. When there is liquidity pressure, family offices buy discounted assets. They have patient capital. No quarterly redemptions. No exit timelines forcing their hand.

- 33% now hold crypto (up from 26% in 2023).
Still a minority. Still selective but growing steadily. APAC shows the strongest interest - likely because they're most concerned about geopolitics (75%) and see digital assets as a hedge.

- 58% expect to be overweight tech in the next 12 months.
Despite market volatility. Despite valuation concerns. They're leaning INTO trends, not away from them.

Some regional differences...

- Americas: Highest PE allocation (25%) and increasing

- APAC: Most geopolitically concerned, highest crypto interest

- EMEA: New interest in hedge funds for sophisticated downside protection

If you want to learn how to build the operational structure these families use - adapted for $1-30M portfolios - I'm running a free workshop walking through the complete framework.

Tuesday, January 21st at 8:00pm ET.

Comment "WORKSHOP" and I'll send you the registration link.

Have over $10M in income? Your audit risk jumps to 8.8%. (𝟮𝟮𝘅 𝗮𝘃𝗴)

But here's what really caught my attention when I was digging through IRS data last week:

If you have over $20M in assets? 

𝗬𝗼𝘂𝗿 𝗮𝘂𝗱𝗶𝘁 𝗿𝗶𝘀𝗸 𝘀𝗸𝘆𝗿𝗼𝗰𝗸𝗲𝘁𝘀 𝘁𝗼 𝟭𝟴.𝟮%.

That's not a typo. Nearly 1 in 5 chance.

In 2024 alone there were $84.1 billion in penalties assessed.

Here's the thing most people don't realize:

The root cause of an IRS penalty often isn’t an error on your tax return.

It’s the byproduct of operating your wealth like a hobby, not a business.

- Improper entity structures. 
- Lack of documentation.
- Everything scattered.
- No routine systems.

𝗧𝗵𝗲 𝘂𝗹𝘁𝗿𝗮-𝘄𝗲𝗮𝗹𝘁𝗵𝘆 𝗱𝗼𝗻'𝘁 𝘄𝗶𝗻𝗴 𝗶𝘁.

They run Family Offices with clear governance, documented strategies, and institutional-grade documentation.

But you don't need $100M to operate this way.

You just need the right framework.

And that's exactly what a Micro Family Office does.

It gives you the structure, systems, and documentation that transform your wealth from a compliance risk into a well-run operation.

Because when you operate your wealth like a business, you're not just protecting yourself.

You're building something that actually scales and can be passed down.

Ready to get organized and stop flying blind?

Join my free live workshop on Feb. 4th at 8:00pm ET where I'll walk you through how to build your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

---

Here is what attendees from last months workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.

- 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.

- 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.

- 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

You have to put $50,000 in one of these. Which are you picking?

Which of these metals do you think will have the biggest run up in 2026?

Helen Yu

CEO @Tigon Advisory Corp. | Host of CXO Spice | Board Director |Top 50 Women in Tech | AI, Cybersecurity, FinTech, Insurance, Industry40, Growth Acceleration

As the founder and CEO of Tigon Advisory, I help tech companies of all sizes multiply their growth opportunities by leveraging AI, cybersecurity, IoT, supply chain, and customer experience. With over a decade of technology industry experience, I offer CXO-as-a-service and guidance to organizations through digital transformation, strategic planning, enterprise risk management, go-to-market optimization, and influencer marketing.

I have worked with enterprise clients such as SAP, IBM, Salesforce and Microsoft, as well as B2B SaaS, Fintech, Insuretech, and Martech startups. I also serve as an independent board director and a venture capital advisor, where I bring a unique perspective on technology thought leadership, cybersecurity risk management, go-to-market strategy, and customer experience. I am a certified cybersecurity expert from MIT Sloan School of Management, an MBA from Loyola University of Chicago, and a respected industry thought leader, a Wall Street Journal best selling author, a keynote speaker, and a host of CXO Spice podcast. I am passionate about empowering and mentoring the next generation of technology leaders, especially women and minorities.

Director Board of Directors

CEC is a security service integrator with focus markets in manufacturing, healthcare, SLED and Corporate Campus.  Customers with complicated organizations and physical plants rely on CEC as extensions of their teams in making strategic investment and management decisions related to their technology and infrastructure. I serve as Culture and Compensation Committee Chair. 

Is your data infrastructure ready for the robotics era?

At #CES, I reconnected with Spencer Huang, Product Lead for Robotics at NVIDIA to get an update on Cosmos and GR00T.

His statement resonated with me: the companies winning in robotics have stopped waiting for perfect models. They're capturing data NOW.

Three insights that changed how I think about this space:
✅ The data problem is here 2026 will see a massive influx of real-world robotic data. But Spencer warns: "It's very easy to generate lots of data that's not useful." Winners will build pipelines to curate and synthesize quality data.
✅ Hybrid tasks = biggest opportunity The sweet spot are tasks too complex for traditional robots but not complex enough to need general AI. This is where companies can deploy TODAY.
✅ Dual simulation unlocks scale Cosmos provides diversity through natural language. Omniverse delivers physical precision. Together, they solve what seemed impossible: infinite scenarios with accurate physics.

Spencer's key insight: "If you want to leverage the technologies coming out in a year or two, capturing that data today is extremely crucial."

The inflection point for Robotics is here. What's your move?
Full insights: https://lnkd.in/gUMawp8m

#Robotics #AI #PhysicalAI #Manufacturing #Innovation

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"It's completely infeasible in the robotics space to assume one company can solve this, because we have to represent the entire world. It's not just t

Open article: The Future of Physical AI: Key Insights from NVIDIA's Robotics Product Lead at CES by Helen Yu • 5 min read

The Future of Physical AI: Key Insights from NVIDIA's Robotics Product Lead at CES

What if the next leap in robotics isn’t AI but mechanics?

This video highlights how 3D gear design is reshaping robotic motion, thanks to the ingenuity of three Japanese engineers.

Progress doesn’t always mean adding complexity. Sometimes, it means redesigning what we thought was already solved.

#Robotics #Engineering #DesignThinking #Manufacturing #Innovation

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The ChatGPT Moment for #Robotics Is Here.

Jensen Huang, CEO of NVIDIA delivered one of the most significant keynotes at CES, and the message is clear: physical AI breakthroughs are unlocking entirely new applications.

Just as ChatGPT transformed how we interact with AI through language, we're now witnessing a parallel revolution in the physical world. 

Huang predicts this could become the largest technology industry the world has ever seen, driven by three key pillars: agentic AI, self-driving cars, and humanoid robots.

Here are Key Announcements:
✅ NVIDIA Cosmos - A world foundation model platform trained on 20 million hours of real-world robotics and driving videos, enabling developers to create realistic simulations for testing autonomous systems
✅ Drive AV Stack - Mercedez Benz CLA achieved the highest Euro NCAP safety score in 2025, with urban driving capabilities rolling out via OTA updates in just over a year
✅ Isaac Robotics Platform - Open frameworks including Groot 1.6 with Cosmos Reason integration, enabling generalist-specialist robots that combine broad knowledge with deep expertise
✅Jetson Thor T4-1000 - Delivering 1,200 teraflops of AI compute at just 40-70 watts, making advanced robotics accessible at scale

The shift is already happening. Hundreds of billions in VC funding and trillions in R&D budgets are transitioning from classical computing methods to AI. Companies from Boston Dynamics to LEM Surgical AG are building on this platform to transform everything from manufacturing to healthcare.

Stay tuned for my conversation wtih Spencer Huang to get the latest update on Cosmos and GR00T. 

We're moving from AI that perceives and generates to AI that perceives, reasons, plans, and acts in the physical world. The future isn't just thinking machines; it's machines that can navigate our reality safely and intelligently.

What applications of physical AI are you most excited about? 

#CES2025 #PhysicalAI #Robotics #AutonomousVehicles #AI #Innovation #NVIDIAPartner

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What better way to kick off the new year than “Everybody” at Sphere with robots? 🤖🎶

The Backstreet Boys’ performance at Sphere was a reminder that when music, immersive tech, and robotics collide, the future feels very present. High energy, iconic sound, and yes… robots stealing the show.

That momentum carries straight into #CES this week, where I’ll be diving deeper into what’s next through interviews on:
✅ Robotics (Cosmos and GR00T Year One)
✅ Smarter AI for Enterprises
✅ Intelligent Product Lifecycle

From the stage to the show floor, innovation is setting the rhythm for 2026.
Stay tuned as the future of AI, robotics, and intelligent systems takes center stage.

#CES2026 #Robotics #AI #Enterprises #Engineering #HNY

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What happens when Physical AI moves from demos to real-world deployment at scale, in motion, and in the operating room?

The NVIDIA Physical AI Showcase at CES had answers everywhere.
This short video captures some of the most memorable moments.

My favorite highlights:
✅ Miroki by Enchanted Tools
A familiar face from NVIDIA GTC last year - this social, general-purpose robot is designed to support patients through care, restorative, and cognitive assistance, making human-centered robotics tangible.
✅ Reachy Mini by Reachy.ai + NVIDIA DGX Spark
I got hands-on creating a stylized image with Reachy Mini, powered by NVIDIA DGX Spark. A fun, experimental process even though the result looked more like Shrek than me 😄.
✅ TRINITY – will.i.am’s one-seat EV concept
Focused on situational awareness, TRINITY lets drivers talk to AI about traffic and surroundings in real time, processing vision locally to understand the physical world beyond a map.
✅ LEM Surgical: From Innovation to Standard of Care
Already FDA 510(k) cleared and in routine clinical use, the Dynamis system shows how NVIDIA Physical AI is advancing robotic surgery toward greater autonomy and perception.
✅ AGIBOT at Scale
AGIBOT has shipped its 5,000th humanoid robot, now deployed across hospitality, manufacturing, logistics, security, and education; proof that humanoids are moving beyond prototypes.
✅ Reconnecting with Spencer Huang (NVIDIA Robotics)
A great conversation on what Physical AI enables next and how it’s moving from research to real-world impact. Stay tuned for the upcoming CXO Spice newsletter where I will be sharing more about our conversation.

Physical AI is no longer a glimpse of the future; it’s unfolding now across healthcare, mobility, and humanoid robotics.

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What does 'durability over speed' require from boards and executive teams in practice?

What is emerging at Abu Dhabi Sustainability Week - ADSW is a view of leadership grounded in clarity and long-term alignment. Progress at scale is being discussed as something enabled by governance, consistency, and disciplined decision-making, rather than driven by momentum or messaging.

Partnerships are being framed as deliberate and earned, built on trust, shared values, and continuity over time. That framing will resonate with boards and executive teams operating in complex environments, where durability matters more than speed.

This perspective was articulated by Dr. Sultan Al Jaber during the opening ceremony and sits within a broader UAE emphasis on long-term alignment. Values are being positioned as a practical guide for how investments are assessed, how partners are chosen, and how progress is measured, with attention focused on systems that can hold over decades.

#ADSW2025 #Sustainability #ESG #CorporateGovernance #ClimateAction
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What separates AI leaders from followers in financial services?

I'm pleased to share my perspective as quoted in sixth annual NVIDIA State of AI in Financial Services report: 89% of financial institutions report AI is increasing revenue while decreasing costs, and 65% are now actively deploying AI.

Here's my perspective on what matters:
"Open-source models are fundamentally changing the competitive dynamics in financial AI. The real value capture happens when institutions fine-tune these models on their proprietary transaction data, customer interaction histories and market intelligence, creating AI capabilities that competitors cannot replicate."

The institutions winning in AI are treating proprietary data as a strategic advantage. With 84% prioritizing open-source models and 42% exploring agentic AI, we're witnessing the foundation of competitive differentiation being built right now.

Download NVIDIA’s "State of AI in Financial Services: 2026 Trends" report to see where the industry is heading and how leaders are capturing value: https://nvda.ws/3ZqjDoW

#FinancialServices #AI #Innovation #CFO #CIO

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Are you tuning in to the Cisco AI Summit next Tuesday?

On February 3rd, Cisco Chair & CEO Chuck Robbins and President & Chief Product Officer Jeetu Patel are hosting a full day of live, candid conversations with the people building the AI economy. 

It's candid discussions with:
• Sam Altman at OpenAI on frontier models
• Jensen Huang at NVIDIA on AI infrastructure
• Fei-Fei Li at World Labs on spatial intelligence
• Mike Krieger at Anthropic, Dylan Field at Figma, Aaron Levie at Box, Matt Garman at Amazon Web Services (AWS) 

I'll be dialing in for "The AI Factory: Infrastructure for Intelligence" (7:30–8 p.m. PT); a conversation between Jensen Huang and Chuck Robbins on open models, next-gen accelerated computing, and building AI factories designed to manufacture intelligence at planetary scale.

February 3, 2026 | 9 AM – 8 PM PST. Free. No registration needed. Link to join: https://lnkd.in/gCP_5TYq

Check out the full agenda and drop in for whatever sessions interest you most. Follow along with #CiscoAISummit and I would love to hear your takeaways.

To stay current with the latest trends in #Technology and #Innovation, subscribe to #CXOSpiceNewsletter 👉 https://lnkd.in/gy2RJ9xg
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When a cyberattack hits, will your board lead or scramble?
✅ The average data breach now costs $4.88M globally and $9.3M in the U.S.
✅ 99% of ransomware attacks target backups, with recovery taking 24 days on average.
✅ 75% of security leaders say AI-powered attacks are already having a major impact.

This threat landscape is active and accelerating today.

AI and quantum computing are reshaping the threat landscape faster than most organizations can adapt. Building higher walls won’t save you when attackers scale faster, smarter, and cheaper.

Cybersecurity is no longer just a CISO issue; it’s a boardroom mandate.

Leading organizations are changing the playbook:
✅ From preventing everything → to managing acceptable risk
✅ From defense-first → to rapid response and recovery
✅ From cost center → to strategic business enabler

Read more from my blog: Is your board of directors truly leading on cyber readiness?
👉 https://lnkd.in/gMYj4TvD

Tune in Tuesday for the release of the 2026 Outlook for Identity Management Report to learn how boards and security leaders can stay ahead of the threat curve.

The convergence is underway and board preparedness will separate leaders from laggards.

#Cybersecurity #RiskManagement #BoardDirectors #CEOs 

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What happens when your first Acumatica Summit turns into a masterclass in community?

It started with the little things: flowers, a fruit stand, Starbucks coffee. Then came the conversations, generosity, and people who truly showed up.

When my laptop charger broke, Monika Skibeness saved the day (twice!), and Shary Dye, CPA came through with a charger to power the final evening. That’s  community.

I was honored to speak at the WiT luncheon, connecting with an incredible group of women and men who are driving meaningful change across the ecosystem. Thank you Irina Barber, Ph.D. JJ DiGeronimo Loni Unser and Lori Seal.

A personal highlight was finally meeting Sanket Akerkar, now COO and President of Acumatica. I hosted Sanket on CXO Spice last year when he was CRO, so celebrating his well-deserved promotion in person felt full circle.

And because the best conferences don’t end with the last session, time on the dance floor with Marcia Kennedy and Kimberly Roma, and celebrating with Irina Barber, Ph.D. and Aliya Rakimgulova, was a reminder that real connections often happen after hours.

Meeting Acumatica founder Mikhail Shchelkonogov was truly special. Hearing firsthand how he started the company and navigated its growth added depth and meaning to everything Acumatica represents today.

🎥 I captured some of these moments in a 50 second video below.

My interviews with Paul Tedford, CEO of WM Synergy, and John Case, CEO of Acumatica will be released next week. Stay tuned.

Grateful for an unforgettable first Summit.

#AcumaticaSummit #Leadership #WomenInTech #ERP #Community

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Are aerial robots quietly redefining how solar assets are maintained?

Drone-based cleaning is moving beyond novelty and into practical use. Instead of ground robots or rooftop crews, lightweight drones can now clear dust and sand from panels without contact; an important advantage for large solar farms where access is difficult and soiling losses add up fast.

What stands out is the operating model:
✅ Inspection and cleaning in a single pass
✅ No scaffolding or full-array shutdowns
✅ Far lower water use than conventional methods

This reframes cleaning from a periodic task into an ongoing maintenance process. It’s a subtle shift, but one that could compound into meaningful efficiency gains at scale.

It is still early, but this is a case where robotics fits the problem unusually well.

#Robotics #Solar #Drone #Innovation

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taplio

The Battle

Christopher Nelson

Helen Yu

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taplio

The Battle

Christopher Nelson

Helen Yu

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Christopher Nelson's LinkedIn Performance

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Performance ScoreChristopher Nelson's LinkedIn Performance